Kumar Ii
Vice President at PGIM | Rochester, Michigan, United States
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Kumar Ii serves as a Vice President and External Wholesaler at PGIM, where he leverages over 20 years of extensive experience in the financial services industry to drive growth and foster robust advisor relationships across the Michigan and Northwest Ohio markets. His role is pivotal in connecting with major wirehouses, including Morgan Stanley, Merrill Lynch, Wells Fargo, and UBS, as well as select regional firms like Stifel, Baird, Oppenheimer, RBC, and Sanctuary Wealth. Kumar’s expertise in investments, mutual funds, and portfolio management allows him to provide invaluable insights and tailored solutions to financial advisors, enhancing their ability to serve their clients effectively.
Kumar is particularly adept at utilizing innovative frameworks such as the 12 Week Year to optimize productivity and results. His integration of Salesforce into the sales process not only streamlines operations but also enhances relationship management, enabling him to track interactions and outcomes efficiently. This strategic approach has positioned him as a trusted resource for advisors seeking to navigate the complexities of capital markets and retirement planning, including 401(k) retirement savings plans and asset allocation strategies.
In addition to his sales acumen, Kumar is committed to sharing his unique knowledge of the financial landscape, empowering advisors with the tools they need to succeed. His dedication to building and nurturing significant advisor relationships has not only contributed to PGIM's growth but has also solidified his reputation as a key player in the financial services sector. Through his ongoing efforts, Kumar continues to make a meaningful impact, driving both advisor success and client satisfaction in an ever-evolving market.
Vice President at PGIM in July 2018 to Present
Regional Vice President at Nationwide Financial in November 2012 to July 2018
Financial Sales Executive at The Vanguard Group in March 2011 to May 2012
Director-Regional Manager at AllianceBernstein in September 1998 to December 2010
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Investments
Mutual Funds
Portfolio Management
Retirement Planning
Asset Allocation
Financial Services
401(k) Retirement Savings Plans
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Discover more about PGIMWhat is Kumar Ii email address?
Email Kumar Ii at [email protected] and [email protected]. This email is the most updated Kumar Ii email found in 2026.
What is Kumar Ii phone number?
Kumar Ii phone number is +12487051912.
How to contact Kumar Ii?
To contact Kumar Ii send an email to [email protected] or [email protected]. If you want to call Kumar Ii try calling on +12487051912. (updated on November 04, 2024)
What company does Kumar Ii work for?
Kumar Ii works for PGIM
What is Kumar Ii's role at PGIM?
Kumar Ii is Vice President
What industry does Kumar Ii work in?
Kumar Ii works in the Financial Services industry.
Kumar Ii Email Addresses
Kumar Ii Phone Numbers
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